2022
Below are the notable changes to the project's Tendering tool in 2022.
New Option for Tenderers to Submit Their tender to Procore by email (17/08/2022)
Invited tenderers can now submit a tender to Procore by replying to the tender invitation email with an attachment. See Submit a Tender. This means that tenderers have an alternative to logging into Procore's Planroom tool to submit a tender, and tender submissions sent in this manner are automatically recorded in Procore. See Review Submitted Tenders. This option is meant to serve as an alternative to tenderers emailing a tender completely outside of Procore, where you would need to manually enter their place a tender on their behalf.
Tender management Enhanced Experience (Beta): Convert a Tender to a Subcontract or Purchase Order (17/08/2022)
Similar to the original Bidding experience, Bid Management Enhanced Experience now allows you to award a bid and convert it to a contract in the project's Commitments tool. See Award a Bid and Convert it to a Subcontract or Purchase Order.
Tender management Enhanced Experience (Beta): Company and project level opt-in for beta (17/08/2022)
The Tender Management Enhanced Experience beta experience can now be enabled by users at the Company or Project level, even for existing projects. See How do I update to the new tender management experience?
Note: Users with 'Admin' permissions to a project's Tendering tool can enable the experience at the Project level for that particular project. Only Company level Admin users can enable the experience for all projects in the account.
Tender management Enhanced Experience (Beta): level tenders (19/05/2022)
For users in the Bid Management Enhanced Experience beta, you can now level bids for bid forms in the Bidding tool. This allows you to easily compare received bids so that you can more easily decide who to award a contract to. See Level Bids for a Bid Form for more information.
Tender management Enhanced Experience (Beta): create custom tender forms (19/05/2022)
For users in the Bid Management Enhanced Experience beta, you can now create and manage custom bid forms in the Bidding tool. Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. In addition, the use of bid forms allows for bid leveling on submitted bids. See Create a Bid Form.